mallowstreet University Educational Dinner: Infrastructure – Examining Risk Adjusted Returns

Wednesday, 14 November 2018

18:30 - 21:00

South Place Hotel, 3 South Pl, London EC2M 2AF, UK

This event is now in the past

Rising institutional demand for assets offering contractual income, especially of the inflation-linked variety, has been a boon for the funding of UK infrastructure projects. But what does this mean for risk-adjusted returns?

How should investors categorise infrastructure assets and what investment frameworks are needed? Over dinner, we will address the following questions:

  • What are the current and expected supply/demand dynamics for UK infrastructure equity and debt investment; are there sufficient origination opportunities to meet demand, are there specific infrastructure sectors that are likely to be in greater demand / supply over others?
  • How are the unique needs of insurers – for example, the need for matching premium eligible assets – impacting returns and is this creating opportunities for less-constrained investors such as pension funds?
  • The uncertainty of Brexit and its impact on UK infrastructure valuations in the equity and debt space, for both domestic and overseas investors.
  • Can infrastructure compete with other asset classes in a rising rate environment?
This University Dinner is Accredited by the Pensions Management Institute and is open to pension funds and their advisors.